--- title: "Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars" type: "News" locale: "en" url: "https://longbridge.com/en/news/288079721.md" description: "Dell stock surged 32%, aiming for its best day ever, after reporting Q1 revenue growth of nearly 88% year-over-year, the fastest since returning to public markets in 2018. AI server revenue skyrocketed 757% to $16.1 billion, driven by strong demand for Nvidia-based servers. Adjusted EPS beat expectations at $4.86 vs $2.94. Analysts praised the results as impressive, with Morgan Stanley revising models downward due to underestimating the surge." datetime: "2026-05-29T13:45:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288079721.md) - [en](https://longbridge.com/en/news/288079721.md) - [zh-HK](https://longbridge.com/zh-HK/news/288079721.md) --- # Dell stock skyrockets 32%, heads for best day ever as AI server revenue soars Shares of Dell Technologies skyrocketed 32% on Friday after the company reported its fastest pace for revenue growth for any period since returning to the public market in 2018. The stock is pacing for its best day ever. Dell, which reported first-quarter earnings after the bell on Thursday, saw a flood of artificial intelligence-related demand for its servers, which contain graphics processing units from companies like Nvidia. Quarterly revenue soared nearly 88% year over year, with AI server revenue alone increasing 757% from a year earlier to $16.1 billion. Adjusted earnings per share came in at $4.86, beating expectations of $2.94. On Friday, analysts reacted to the pleasant surprise from the print. Morgan Stanley wrote that while they expected a clean beat and raise this quarter, they're "eating our humble pie" off the back of Dell's results. "We got this one wrong, and our model/PT are under review," the analysts wrote. "This was - across the board - one of the most impressive quarters we've seen in our time covering Hardware, especially in the context of what is happening across the component universe." _CNBC's Jordan Novet contributed to this report._ Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news. ### Related Stocks - [DELL.US](https://longbridge.com/en/quote/DELL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [DAT.US](https://longbridge.com/en/quote/DAT.US.md) - [NVD.US](https://longbridge.com/en/quote/NVD.US.md) - [DTCR.US](https://longbridge.com/en/quote/DTCR.US.md) - [XSW.US](https://longbridge.com/en/quote/XSW.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [XLK.US](https://longbridge.com/en/quote/XLK.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [PSCT.US](https://longbridge.com/en/quote/PSCT.US.md) - [IGV.US](https://longbridge.com/en/quote/IGV.US.md) - [NVDU.US](https://longbridge.com/en/quote/NVDU.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [NXTG.US](https://longbridge.com/en/quote/NXTG.US.md) - [CLOU.US](https://longbridge.com/en/quote/CLOU.US.md) - [SRVR.US](https://longbridge.com/en/quote/SRVR.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [XDAT.US](https://longbridge.com/en/quote/XDAT.US.md) - [RSPT.US](https://longbridge.com/en/quote/RSPT.US.md) - [NVDS.US](https://longbridge.com/en/quote/NVDS.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [DLLL.US](https://longbridge.com/en/quote/DLLL.US.md) - [IDGT.US](https://longbridge.com/en/quote/IDGT.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [SNSR.US](https://longbridge.com/en/quote/SNSR.US.md) - [IXN.US](https://longbridge.com/en/quote/IXN.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) ## Related News & Research - [Dell Is the General Contractor of the Next Wave of the AI Buildout. DELL Stock Is Set to Win.](https://longbridge.com/en/news/288466774.md) - [Morgan Stanley Admits It Was Wrong on Dell Stock (DELL)](https://longbridge.com/en/news/288263871.md) - [How High Can Nvidia Stock Go in One Year? One 5-Star Analyst Sees a Path to $10 Trillion Valuation](https://longbridge.com/en/news/288186168.md) - [As Nvidia Announces New AI PCs, Dell Stock Could Be a Big Winner](https://longbridge.com/en/news/288451096.md) - [Nvidia’s $1T sales vision meets muted market reaction](https://longbridge.com/en/news/287981917.md)